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Veritas Wealth Management

(50)

Coaching
Strategies
Questions

“In a very short timeframe, he was able to provide great direction for me to quickly get me to a level I wanted to be at in a timeframe that I thought would take 6 months or a year at a minimum.”

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JB Tax & Financial Services

(4)

Payroll

“They are now helping us navigate business healthcare and have recommended other competent professionals to assist.”

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Clem Financial

(10)

Life Insurance
Financial Advisor
Wealth

“I was absolutely elated when Shannon was able to maneuver me into a position of being able to retire in 5 years with a modest, but completely livable income!”

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Baobab Wealth Management - Financial Advisor

(11)

Holistic

“I feel extremely confident to entrust all my financial matters to Jimmy and with no doubt can recommend him to anyone seeking a financial adviser who keeps the big picture in clear sight.”

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Shilanski & Associates

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Artica Financial Services

(3)

“I have consulted with her on complex tax and trust issues and she is very knowledgeable.”

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The 24 firms listed for Anchorage, AK provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Anchorage, AK

Of the 24 firms we list here, 23 are in Anchorage itself and 1 comes from Wasilla (31 mi). 14 of the firms on this page have a rating, from 4.9 to 5.0 across 150 reviews; 1 has 50 or more reviews. 1 is open on weekends. 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Anchorage listed here?

23 of the 24 firms are located in Anchorage. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Coho Financial Group

(6)

Life
Goals
Team

“Not only have they helped me personally, they helped me put together a great plan for my kids that will grow and protect them for their whole life as well!”

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Bright Road Wealth Management

(2)

“After interviewing 3 financial advisors in Anchorage and doing my due diligence research, I went with Bright Road Wealth Management at the time of my retirement and have been nothing but 100% pleased.”

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Heisten Financial

(6)

“Chris listens to understand our needs and guides us in a direction that he feels will work best.”

Featured

The Pitfalls of Too Much Risk in Retirement Planning Retirement is a big moment in life many people eagerly anticipate—and for good reason. It’s a chance to take a break from daily work, have more free time, and live life your way. However, to make the most of this new phase, you’ll need a solid plan for your retirement income. How will you manage and withdraw your money to support yourself for 20 to 30 years in retirement? The process of distribution is not the same as saving for retirement while you’re working. It involves different considerations and needs a new approach, both technically and emotionally. Whether you’re just starting to think about retirement or already there, this article offers helpful insights and advice to guide you through this exciting chapter in your life.

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David Hannon - Eagle Strategies

(1)

“In my experience it is hard to find a person in this industry that is not trying to sales pitch you and that takes the time to learn what your goals are.”